Difference between revisions of "OFX Direct Connect Bank Settings"
m (Added more intuitive "Customer Center" after I had a lil problem with that) |
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'''Note on American Express:''' "ORG" must be AMEX (case sensitive). | '''Note on American Express:''' "ORG" must be AMEX (case sensitive). | ||
| − | '''Note on Chase:''' OFX access may need to be enabled by visiting https://resources.chase.com/secure/CustomerCenter.aspx / Reference Center / Tools / Activate Money, Quicken, etc. | + | '''Note on Chase:''' OFX access may need to be enabled by visiting https://resources.chase.com/secure/CustomerCenter.aspx Customer Center / Reference Center / Tools / Activate Money, Quicken, etc. |
'''Auto-Download everything:''' | '''Auto-Download everything:''' | ||
Revision as of 21:57, 7 December 2006
Here are some settings for banks and credit cards. Follow this link for instructions on setting up OFXDirectConnect in GnuCash 2.
Generally, the "Bank Code", "Bank Name", and "ORG" settings can be anything you like, and I usually set them to the FID. Userid and Username are also usually the same.
If your bank does not appear on the list, you can attempt to contact your bank (usually does not work). Or you can try google. When you do find the right settings, please add them to this page!
| Bank | Server URL | FID |
|---|---|---|
| American Express (credit card) | https://www99.americanexpress.com/myca/ofxdl/us/download?request_type=nl_desktopdownload | 3101 |
| Bank of America, California (bank and credit card), see note below | https://ofx.bankofamerica.com/cgi-forte/ofx?servicename=ofx_2-3&pagename=bofa | 6805 |
| Chase (credit card) | https://onlineofx.chase.com/chase.ofx | 10898 |
| Citi Bank (credit card) | https://secureofx2.bankhost.com/citi/cgi-forte/ofx_rt?servicename=ofx_rt&pagename=ofx | 24909 |
| Discover Card (credit card) | https://ofx.discovercard.com/ | 7101 |
| PNC Bank (bank - Wash DC area) | https://www.oasis.cfree.com/test.ofxgp | 4501 |
Note on BofA: The information listed here are verified to work for BofA California. You need to call 1-800-792-0808 and ask the CSR to "enable transaction downloading in Quicken". There may be a $9.95 monthly charge for this convenience for consumer customers. But the fee is waived for me because I have monthly direct deposit. Once enabled, you can download transactions for all the accounts that are linked in your online banking. Other information you may need to set up the OFX Direct Connect are the FIORG = "Bank of America" and BankID = "121000358". --DS 14:08, 5 December 2006 (EST)
Note on American Express: "ORG" must be AMEX (case sensitive).
Note on Chase: OFX access may need to be enabled by visiting https://resources.chase.com/secure/CustomerCenter.aspx Customer Center / Reference Center / Tools / Activate Money, Quicken, etc.
Auto-Download everything:
OFX DirectConnect information can also be auto-downloaded to your computer from a major accounting software provider's web archives by using the script found at http://www.jongsma.org/gc/.
Use the commands:
gzip -d getfidata.sh.gz
then
bash getfidata.sh
This will download, according to the above webpages, "thousands of XML files," however finding this information on the web is difficult at best.
